Configure

Your CMNTY Platform consists of a Front-end section and an Admin section. The Front-end is the part which members can see and the Admin is the CMS system which only Community managers can access.

The Admin menu is divided in different tabs. In the Configure tab of the Admin section you can determine your platform settings and user settings. We explain everything about Configure in the help center, but to help you get started quickly, these are the settings you should pay attention to at first:

  1. Go the the Configure page at the top menu.
  2. You will see the left menu. These are all your Configure settings.

configure tab

Platform Details

  • Choose a Platform name. This is the name which users will see at their broswer tab in the top bar of their browsers.
  • The Live Date should be at least (or earlier then) the day that you start adding content, the Live Date does not has anything to do when you start inviting members. The Live Date is used for Export.
  • Check other settings like Languages and Regional.

Platform Configuration

  • Choose the modules you would like to use. If you disable a module it will disappear in the rest of the Admin. You can always enable a module later.
  • Check if you want to enable or disable the other options available in your platform.

Menu Configuration

  • Add modules to your navigation menu by clicking anywhere in the Main Navigation section. Change the order of the modules in your menu by dragging and dropping them in the Main Navigation section.
  • Organize your Footer the way you prefer.

Page Configuration

  • Place Widgets and Custom Elements to your platform pages. You can add them to the header, main top, main bottom, footer and to the sidebar of the page. Most widgets however are designed for the sidebar, so always check the appearance in the front-end.
  • To add the same set of widgets to multiple pages at once, simply copy the page configuration of one page to another.

Default Messages

  • Fill in a Welcome message.
  • Fill in the titles and text of your Terms & Conditions when they are activated.
  • When the Cookie Message is activated, don’t forget to fill in the title and text.
  • Save time when creating invites by preparing a Default invite message. Please leave the {acceptlink} shortcode untouched. Also, fill in the title and text of the Decline message.

Modules

  • In the module settings, you can determine page settings, specific messages, display options, allowed attachment and other allowed options per module. Please check if the settings are correct for your project before you go live.

Widgets

  • You can change the names of the widgets and add a description. Also, for some widgets you can determine settings and details. For example, don’t forget to add the profile fields of your choice to the Profile completeness widget.

Email Messages

  • Deactivate email messages which you don’t want to use in your community. Determine for which email messages users should be able to unsubscribe and edit the text of the messages to fit your tone of voice.

Domain Identities

  • Your contact person has already setup a platform email address for you in Email Settings (no-reply@cmnty.io). But if you want you can configure your own platform email address here, please add the email domain (@yourdomain.com).

Email Settings

  • Fill in a signature to be displayed at the bottom of all platform emails. Fill in the sender name and email address that will be displayed as the sender’s address in all platform emails. If you don’t want to set up your own email domain you can use no-reply@cmnty.io.

Users

At Profile we recommend you to determine the following settings for your members:

  1. Decide how users’ names are displayed in the community front-end.
    You can choose to display only their username, first name or both first- and lastname. 
  2. Allow users to change language during registration or not.
  3. Allow users to change their email address or not.
  4. Choose wether or not users can unsubscribe from the community.
  5. Enable the option for users to unsubscribe from the newsletter.
  6. Give users the option to choose a different time zone or not.
  7. Upload your own default profile picture.
  8. Select modules to be displayed in the user activity on the user profile page.

At Profle fields you can collect member data.

The predefined user roles in CMNTY Platform are:

  • Community Managers
  • Observers
  • Members
  • Unknown/ Guests

When you want a certain user or subset of users to have different permissions, you can use the roles and permission system to create custom user roles with customized permissions. This is a Plus plan feature.

Check the security settings before inviting your members. Your consultant has setup your platform with the security settings that we advise you to use.

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